in fact on the railroad front we have burn link ton northern owned by berkshire hathaway but other winners in this will be the union pacific, the kansas city southern. up in canada we have both the canadian pacific and canadian national who are looking to double their rail shipments of crude oil next year. adam: is this an efficient way to ship oil? there has to be cheaper way to do this? i would imagine an investor who can get in on that would make even more money? >> no doubt it is much more expensive to move oil by tanker car rather than pipeline but the fact of the matter is we're not going to build any pipelines from north dakota through the rockies over to california. nor are we going to build pipelines across pennsylvania, new jersey, to the few refineries on the east coast. so these guys are going to be sitting with rail supplies for quite some time. adam: okay. we talked about the rail companies. who else. are there smaller companies i might be able to start researching to invest in that will part of this $45 billion bonanza just next year? >> if we look to the pipeline companies,